Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $82.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
24,382
shares
|
$480,081
0.06% of portfolio
|
Q3 2022
Reduced 11.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
23,954
shares
|
$471,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
22,442
shares
|
$441,882
0.0% of portfolio
|
Q4 2024
Reduced 23.16%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
20,915
shares
|
$411,816
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
20,174
shares
|
$397,226
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
19,431
shares
|
$382,596
0.01% of portfolio
|
Q4 2024
Reduced 26.39%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
18,677
shares
|
$367,750
0.37% of portfolio
|
Q3 2023
Added 12.58%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
18,660
shares
|
$367,415
0.01% of portfolio
|
Q4 2023
Reduced 11.88%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
17,707
shares
|
$348,650
0.33% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,577
shares
|
$346,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
16,829
shares
|
$331,363
0.04% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,524
shares
|
$325,357
0.01% of portfolio
|
Q1 2021
Reduced 96.53%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
14,829
shares
|
$291,983
0.05% of portfolio
|
Q2 2023
Added 3.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,764
shares
|
$271,013
0.0% of portfolio
|
Q4 2024
Reduced 70.28%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,638
shares
|
$248,842
0.0% of portfolio
|
Q4 2024
Added 43.61%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
12,495
shares
|
$246,026
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,776
shares
|
$231,869
0.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
11,063
shares
|
$217,830
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,352
shares
|
$203,830
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,276
shares
|
$202,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$196,900
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$175,536
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,757
shares
|
$152,735
0.01% of portfolio
|
Q4 2024
Reduced 48.01%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,257
shares
|
$142,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
6,375
shares
|
$125,523
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|